+28.3%
RDW vs OPEN
-38.6%
+66.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -3.1% | -4.3% | +1.1% | -2.4% |
| 30D | -1.8% | -16.2% | +14.5% | +1.1% |
| 3M | -50.9% | -36.4% | -14.5% | -47.0% |
| 6M | +13.5% | -35.5% | +48.9% | +21.9% |
| YTD | +38.6% | -46.0% | +84.5% | +52.5% |
| 1Y | +28.3% | -47.1% | +75.4% | +47.4% |
| All | +28.3% | -38.6% | +66.9% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling